Once your email content is successfully generated, you can make any necessary changes and save it as a draft for later use. If you’re ready to launch, publish the content to prepare it for your email campaigns.

To create a campaign directly on content, click on the Create Campaign button located at the top right corner of the screen. From there, you can select the type of campaign you wish to create: One-Time or Recurring.

1: Target

Campaign Info

In this section, you’ll provide essential details for your email campaign:

• Name: Enter a unique name for your campaign. This name will help you easily identify the campaign in your folders and reports.
• Folder: Select a folder to organize your campaign by clicking the "Change Folder" button. Using folders helps streamline organization and makes it easier to find your campaign later.
• Tags: Add relevant tags to categorize your campaign. Tags make it easier to filter and search for specific campaigns based on the labels you assign.

Target Audience

After filling out your campaign info, the next step is to choose your target audience in the Select Audience section. You can define who will receive your Email campaign by selecting from various audience options:

Segment

• Select a custom segment of your audience based on specific criteria, such as behavior or user data. These segments help you target specific users.

Predefined Segment

• Choose from a variety of Predefined Segments, which are already configured based on common scenarios and criteria. These segments allow for quick and efficient audience targeting. Below are the available predefined Email segments:

Email

• Clickers on Email (30 days)
  • Contacts with active email
  • Contacts with engaged email
  • Email Reachable Contacts
  • Email Unreachable Contacts
  • Openers on Email (30 days)
  • Unmailed Contacts (30 days)
  • Unmailed Contacts (All time)

Table

• Select your audience from a specific table in the database, containing audience details like email or additional contact information.

Here, you can select your audience from various available tables in the system. Two tables, master_contact and master_device, are pinned for easy access as they contain critical audience data:

• master_contact:
  • This table includes audience-related information, such as contact details, preferences, and associated attributes.
• master_device:
  • This table stores device-related data, such as mobile devices or browsers associated with your audience.

While these two tables are pinned for quick selection, you can also choose other tables based on your needs.

To filter your target audience within any table, click on the "Manage Filters" button. This filtering tool allows you to refine your audience by:

• Column: Choose the data column you wish to filter.
• Operator: Define the condition using operators (e.g., equals, contains, greater than).
• Value: Enter the value to complete your filter criteria.

This functionality enables precise targeting based on your specific filter conditions.

Remote Segment

• • Choose a remote segment if your audience data is stored externally, integrating with external databases or platforms to retrieve the target audience.

Tag

• • Use tags to select your audience. Select the appropriate tags to filter your target audience.

Exclude

In the Exclude section, you can define which audience groups should be excluded from receiving your email campaign. This ensures that certain contacts won’t receive the message. The available options are:

• Exclude Segment: Select a specific segment of your audience that you want to exclude from the campaign.
• Exclude Remote Segment: Exclude a segment stored externally. This option allows you to exclude audience data from an external database or system.
• Exclude Campaign: Prevent recipients who have already been targeted in a previous campaign from receiving duplicate emails.
• Exclude Send List: Choose a predefined send list that you want to exclude from your current campaign.

Control Group

In the Control Group section for your email campaign, you can set aside a portion of your audience to exclude from receiving the email. This group is used for later evaluation, helping you measure the effectiveness of the campaign.

• Choose Percentage (X%): Enter the percentage of your audience you want to allocate to the control group. For example, selecting 5% will randomly exclude 5% of your audience from receiving the email.

This random selection ensures that the control group represents a balanced cross-section of your audience, providing reliable data for later analysis. By comparing the control group (who did not receive the email) with those who did, you can better evaluate the campaign’s overall impact.

It's important to note that this feature is specific to one-time campaigns only and cannot be used for recurring campaigns.

Skip Permission

The Skip Permission option allows you to bypass the usual permission checks for this email campaign. When enabled, emails will be sent to all selected contacts, regardless of whether they have explicitly opted in to receive emails.

If this option is selected, the system will not verify whether contacts have opted in to your email list. Emails will be delivered to all contacts in the target audience, including those who have not provided explicit consent.

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Important Note:

Sending emails to contacts without explicit permission can increase the likelihood of spam complaints, which may negatively affect your email deliverability. It’s recommended to use this option with caution.

Contact Extension

In the Contact Extension section, you can choose how the system will handle contact data when sending the email campaign. There are two options:

• Send to Default: This option uses the default email address stored for each recipient. The campaign will be sent using the primary contact details.
• Use Contact Extension: By selecting this option, the system will utilize extended contact data, such as alternative email addresses. This provides more flexibility when targeting contacts who may have multiple email records.

Optional Settings

In the Optional Settings section, you can customize how the email campaign will be sent to your audience. There are two key options available:

• Remove Duplicate Email Addresses: When enabled, the system will automatically filter out any duplicate email addresses from your contact list, ensuring that each recipient only receives the email once, preventing multiple messages from being sent to the same contact.
• Ignore Frequency Capping: Enabling this option allows emails to be sent to contacts even if they have reached their email limit for the day, week, or month. The system will bypass any restrictions on the number of emails sent to a contact based on previous sending limits.

Insights

In the Insights section, you can view key metrics that offer valuable insights into your email campaign's audience. Before proceeding, you must click the Calculate button to generate these metrics; otherwise, you won't be able to continue to the next page. The following metrics are displayed:

• Reachable Audience: Number of contacts eligible to receive the email based on your selected criteria.
• Total Contacts: Total number of contacts in your list, including those filtered out.
• Empty Email: Number of contacts missing email addresses.
• Blacklisted or Dublicated Emails:The count of contacts whose email addresses are either blacklisted or duplicated, preventing them from receiving emails.

2: Content

On this page, there are three key areas:

Content

Here, you can change your email content if needed before proceeding.

Test Email

In this section, you can visually preview how your email will appear without sending any test messages. At the top-right, there's a "Detailed Preview" button. Clicking this will open admin panel where you can see how your email looks on various clients, including:

• Web Clients: Outlook, Office, Yahoo, etc.
• Mobile Clients: Android 9, iPhone 11, etc.
• Desktop Clients: Apple Mail, Microsoft Outlook 2019, 2016, etc.

This ensures you can check the layout and design across multiple devices and email clients.

Spam Score

This section displays your email's spam score. Example:

3: Schedule & Goals

Scheduling Options

For One Time Campaign

In the Scheduling Options section, you determine when your one-time campaign will be sent. You have two choices:

• Now: Select this option to send the campaign immediately after finalizing the setup.
• Scheduled: If you prefer to send the campaign at a specific time, choose the Scheduled option. You will then be prompted to select a date and time using the calendar and time picker below. Simply choose the desired start date and hour for your email campaign.

This allows for flexibility in timing your email delivery, either immediately or at a future date.

For Recurring Campaign

In the Scheduling Options section for a recurring campaign, you can choose how to initiate your campaign with the following options:

1. Trigger Periodically:

Start Date: You can set the start date for the campaign as:

• Now: This option starts the campaign immediately.
• Select: Choose this option to specify a custom start date and time.

End Date: You have two options for the end date:

• Never: Select this option if you want the campaign to run indefinitely.
• Select: Use this option to specify a custom end date and time.

Recurring Periods: Click the Add button to define the recurring periods for this trigger. You will see the message "Please add a recurring period."

When you click on Add, you will be directed to the Recurring Settings screen where you can define the recurrence period for this trigger:

Frequency: Select from the dropdown options (daily, weekly, monthly, yearly).

Daily Frequency: Here, you can define how often the campaign occurs:

• Occurs once at: Specify a single occurrence.
  • Occurs every: Define the interval for the recurring campaign.
    
    

2.Trigger Externally:
This campaign can be triggered from automation by using the "Fire Campaign" action.

Tracking Options

In the Tracking Options section, you can manage the amount of data collected for your email campaign's performance.

Open Tracking: This option tells you if your recipients open the emails you send. If enabled, your email report will show which contacts opened your email. Disabling open tracking prevents the generation of open reports for this send.

Click Tracking: Click tracking allows you to see if contacts have clicked links in your campaign. When enabled, your campaign report will display which contacts clicked your links. Disabling click tracking prevents the generation of click reports for this send.

Hourly Capping

In the Hourly Capping section, you can control the speed at which emails are sent. Options include Max Speed or specific rates like 1,000 emails/hour or 30,000,000 emails/hour. The system will adjust the number of messages sent per hour based on the selected capping value.

IP Pool Name

In the IP Pool Name section, you can select from a dropdown menu. This allows you to choose the IP pool through which your email campaign will be sent, ensuring proper management of email delivery.

Conversion Tracking

In the Conversion Tracking section, there are two toggle options:

1. Conversion Goal: When you enable this option, a dropdown will appear for selecting a conversion event segment.

   • 📘

     Important Note:

     Make sure that the target audience doesn't include people from the conversion goal segment. Contacts who are already included in the goal segment will be considered as converted right away, thus resulting in inconsistencies in reporting.

     You will also need to set a Conversion Deadline, which determines how long after the email is delivered that conversions will be tracked. For example, if you set the deadline to "3 days," any conversions that occur within 3 days of the email being delivered to a contact will be counted.
     
     

2. Visit Tracking: This tracks visits that result from your email campaign.

Drop Condition

In this section, you can define conditions under which contacts will be dropped from the email campaign. There are three ways to set up drop conditions: Segments, SQL and Drop Audience When Not in the Starting Audience Anymore.

1. Segments

If you choose Segments, you will be able to set up filters based on specific criteria. To configure the drop conditions:

• Drop Condition Filters: Select filters to narrow down the audience for the drop condition.
  • Click the +Add Filter button to see a dropdown with options such as:
    • User Data
    • Behavior
    • Existing Segments
    • Relational DB
  • You can also use the Add Group option to combine multiple filters.

2. SQL

Alternatively, you can configure drop conditions using SQL. To do this, you need to Select a Variable from the available options:

• Campaign Name
• Campaign ID
• Campaign Start Time
• Campaign Instance Start Time

These variables help you create more advanced conditions using SQL queries to target specific contacts to drop from the campaign.

3. OR Drop Audience When Not in the Starting Audience Anymore: Enabling this option means that contacts will be dropped from the campaign if they no longer belong to the starting audience. Keep in mind that this may result in a longer sending preparation time, as the system will need to continuously check the audience status before sending.

Google Analytics

In the Google Analytics section, you can enhance your campaign insights by enabling tracking for each campaign flow.

Enable Google Analytics:Toggle the switch to activate Google Analytics tracking for your campaign.

Apply UTM Parameters

• • Defined UTM Parameters: Choose from the Defined UTM Parameters dropdown to apply any predefined UTM settings to your current campaign.
    - UTM-source: Specify the source of your traffic, such as dengage or another relevant source.
    - UTM-medium: Indicate the delivery method, like email or SMS. Use {{channel}} to auto-fill based on the campaign channel.
    - UTM-campaign: Use {{campaignName}} to dynamically insert your campaign's name for identification.
    - UTM-term (Optional): Define a specific term related to your campaign for targeted keyword tracking.
    - UTM-content (Optional): Customize this field to differentiate similar content within the same campaign.

Save UTM Settings: After defining your UTM parameters, click Save as UTM Parameters to apply these settings for future campaigns.

Confirm and Save: Review your UTM settings for accuracy, then click Save to complete the Google Analytics configuration for your campaign.